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Hudson Valley Shakespeare Festival

Also known as Hudson Valley Shakespeare

Garrison, NY · EIN 13-3499385 · 501(c)(3) · Publicly supported organization (509(a)(2))
Latest filing: Form 990 for calendar year 2024 (tax year 2024) · View the filing · Correct or respond

Hudson Valley Shakespeare Festival reported $26.2 million in revenue and $5.2 million in expenses for calendar year 2024. Of every $100 it spent, $68.54 went to program services, $19.60 to management and general costs and $11.86 to fundraising. Its largest source of revenue was contributions and grants: 95.7% of the total. Government grants made up 9.7%. The highest compensation it reported for one person was $166,945 (ARTISTIC DIRECTOR). 2 people received more than $100,000 in reportable compensation. Revenue rose 442% between 2019 and 2024. Source: Form 990, 2024.

Where $100 of spending went

Calendar year 2024 · Form 990, Part IX, line 25 · total expenses $5.2M

For context, the median across 876 covered arts, culture & humanities charities: $79.98 programs, $13.89 management, $6.13 fundraising (medians computed separately, so they may not sum to $100).

Where $100 of revenue came from

Calendar year 2024 · Form 990, Part VIII · total revenue $26M

The 990 scorecard · same measures for every charity, no grades

2024 filing. Median across 876 covered charities in this category, from their latest filings.
Measure2024Median
Program services
Part IX 25(B) ÷ 25(A)
68.5%78.5%
Management & general
Part IX 25(C) ÷ 25(A)
19.6%13.6%
Fundraising
Part IX 25(D) ÷ 25(A)
11.9%6.0%
Fundraising cost per $1 of contributions
Part IX 25(D) ÷ Part VIII 1h
$0.02$0.10
Contributions & grants share of revenue
Part VIII 1h ÷ 12
95.7%57.5%
Government grants share of revenue
Part VIII 1e ÷ 12
9.7%1.7%
Program service revenue share
Part VIII 2g ÷ 12
2.5%20.8%
Highest reported compensation
Part VII-A, columns D–F
$166,945$385,706
Highest compensation as share of expenses
Part VII-A ÷ Part IX 25(A)
3.18%2.03%
People paid over $100,000
Part VII, line 2
28
Net assets, in months of expenses
Part X 33(B) ÷ monthly expenses
78.336.6
Independent voting board members
Part VI 1a–1b
23 of 23100.0%

A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.

What the money paid for, in its own words

2024 · Form 990, Part III · the three largest programs by expense
$3.4M expenses · 95.5% of program spending · revenue $603K

In 2024, hvs performed a repertory season embodied by the spirit of a classical theater for the 21st century. Three new plays from present-day playwrights, inspired by writers from the classical canon, were presented in rotating repertory from june through september: by the queen by whitney white directed by shana cooper, the murder of roger ackroyd by heidi armbruster and directed by ryan quinn, and medea: re-versed by luis quintero, directed by nathan winkelstein. The season reached over 12,300 audience members through in-person attendance

$124K expenses · 3.5% of program spending · revenue $35,000

In its 30th year, Hudson Valley Shakespeare's education program engaged over 13,500 students across more than 20 schools in the tri-state area through 326 in-person workshops, performances, and residencies led by professional teaching artists. The centerpiece of the 2024 education tour was a 90-minute production of much ado about nothing, directed by kholoud sawaf and performed by a six-member ensemble with live music. Touring to 14 middle and high schools across the Hudson Valley, connecticut, and northern new jersey, the production introduced students to shakespeare through playfulness…

$36,213 expenses · 1.0% of program spending · revenue $38,649

In april 2024, Hudson Valley Shakespeare and processional arts workshop presented the third annual highland lights, a free community celebration of art and nature at the festival's garrison home. Centered on the theme full fathom five, the project included 12 free workshops led by alex kahn and sophia michahelles, engaging more than 120 volunteer participants in creating lanterns inspired by the waterways of the hudson river estuary. The month-long collaboration culminated in an evening procession on april 20, attended by over 300 community members, celebrating the region's natural beauty and…

Highest reported compensation

2024 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here
RoleFrom this orgFrom related orgsOtherTotal
ARTISTIC DIRECTOR
Highest compensated employee, 60.00 hrs/week
$145,250$0$21,695$166,945
MANAGING DIRECTOR
Officer, 60.00 hrs/week
$140,119$0$2,513$142,632

2 people received more than $100,000 in reportable compensation from Hudson Valley Shakespeare Festival (Part VII, line 2). Compensation of current officers, directors and key employees totaled $143K (Part IX, line 5).

6 years of filings

Form 990, Parts I, VII, IX and X · each row is that year's own filing, linked
RevenueExpenses
$0$10M$20M$30M$40M201920202021202220232024$26M$5.2M
FilingRevenueExpensesProgramsNet assetsTop pay
2024 ⓘ$26M$5.2M68.5%$34M$166,945
2023 ⓘ$4.1M$4.8M70.3%$13M$163,705
2022 ⓘ$5.2M$4.6M71.7%$14M$142,876
2021 ⓘ$9.8M$3.5M66.5%$13M$132,126
2020 ⓘ$6.1M$1.8M52.8%$7.1M$125,620
2019 ⓘ$4.8M$3.4M81.2%$2.8M$127,643

Governance answers, as filed

2024 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means
  • Voting board members, and how many are independent Part VI, lines 1a–1b23 · 23 independent
  • Audited financial statements Part XII 2bYes
  • Conflict-of-interest policy Part VI 12aYes
  • Whistleblower policy Part VI 13Yes
  • Document retention policy Part VI 14Yes
  • Independent process for top executive pay Part VI 15aYes
  • Board given the 990 before filing Part VI 11aYes
  • Family or business ties among insiders Part VI 2No
  • Aware of a significant diversion of assets Part VI 5No
  • Excess benefit transaction with an insider Part IV 25aNo
  • Loans to or from insiders outstanding Part IV 26No
  • Lobbying, or a 501(h) election in effect Part IV 4Yes
  • Over $15,000 of professional fundraising services Part IV 18Yes
  • Over $10,000 of activity outside the U.S. Part IV 14bNo
  • Employees Part I, line 5149
  • Volunteers Part I, line 650

Largest outside contractors

2024 · Form 990, Part VII, Section B · businesses only
STUDIO GANG
Theater architectural services
$1,498,932
CONSIGLI CONSTRUCTION CO INC
Theater architectural services
$583,494
AD HAMINGSON & ASSOCIATES
Fundraising consulting services
$339,979
ABOUT THE WORK LLC
Project managerial services
$291,700

Individuals listed as contractors are left out. 9 contractors were paid more than $100,000 in all.

Private foundation grants it received

24 private foundations reported grants to Hudson Valley Shakespeare Festival totaling $1.1M on their tax year 2023 Form 990-PF returns. See which foundations, on WHOFUNDS.

Source: WHOFUNDS open grant graph, matched from Form 990-PF Part XV.

Correct a figure or respond

Every number above is copied from Hudson Valley Shakespeare Festival's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for Hudson Valley Shakespeare Festival, you can publish a response that is linked from this page.

Similar-sized charities in this cause

All arts, culture & humanities charities · Largest charities in New York

Questions people ask

How much of Hudson Valley Shakespeare Festival's spending goes to programs?

In calendar year 2024, Hudson Valley Shakespeare Festival reported that 68.5% of its $5.2 million in expenses went to program services, 19.6% to management and general and 11.9% to fundraising (Form 990, Part IX).

How much does Hudson Valley Shakespeare Festival pay its top executive?

The largest total compensation Hudson Valley Shakespeare Festival reported for one person in calendar year 2024 was $166,945, for the role of ARTISTIC DIRECTOR (Form 990, Part VII, including compensation from related organizations and other compensation).

Where does Hudson Valley Shakespeare Festival get its money?

Of $26.2 million in revenue in calendar year 2024, 95.7% came from contributions and grants (including 9.7% from government grants) and 2.5% from program service revenue (Form 990, Part VIII).

Is Hudson Valley Shakespeare Festival a registered charity?

The IRS lists EIN 13-3499385 as a 501(c)(3) organization (publicly supported organization (509(a)(2))), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2019, 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.

Sources

  • 2024: Form 990 for calendar year 2024, object 202503219349318850 · read the filing · XML
  • 2023: Form 990 for calendar year 2023, object 202403209349327960 · read the filing
  • 2022: Form 990 for calendar year 2022, object 202333209349301908 · read the filing
  • 2021: Form 990 for calendar year 2021, object 202213199349312461 · read the filing
  • 2020: Form 990 for calendar year 2020, object 202103409349301000 · read the filing
  • 2019: Form 990 for calendar year 2019, object 202023219349323742 · read the filing

All filings for EIN 13-3499385: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.